Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 15 · Project Billing: Formats, Events and Processing
Transfer to Receivables
Lesson 158 of 198 · 11 min
Run the process transferring approved invoices to Receivables. Show the resulting Receivables transaction, the accounting, and the invoice in the customer's account. Show a transfer failure and diagnose it. THIS IS THE HAND-OFF TO RECEIVABLES. If you took the Financials course, this is a second seam — point at it. Transfer failures are usually customer setup or tax configuration on the Receivables side. Know where the boundary is, so you are debugging in the right place. Once transferred, corrections happen in Receivables, not in Projects. Explain the boundary to users — before they try, not after.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.